FWP
Firethorn Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,183
| Closed | -$352K | – | 158 |
|
|
2023
Q4 | $352K | Buy |
3,183
+1,188
| +60% | +$131K | 0.23% | 86 |
|
|
2023
Q3 | $203K | Buy |
+1,995
| New | +$203K | 0.16% | 108 |
|
|
2021
Q2 | – | Sell |
-5,016
| Closed | -$652K | – | 137 |
|
|
2021
Q1 | $652K | Sell |
5,016
-9,010
| -64% | -$1.17M | 0.61% | 43 |
|
|
2020
Q4 | $1.94M | Buy |
+14,026
| New | +$1.94M | 2.09% | 10 |
|